VWUSX vs. VUG
Compare and contrast key facts about Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Growth ETF (VUG).
VWUSX is managed by Vanguard. It was launched on Jan 6, 1959. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWUSX or VUG.
Key characteristics
| VWUSX | VUG | |
|---|---|---|
| YTD Return | 31.63% | 31.90% |
| 1Y Return | 44.92% | 42.41% |
| 3Y Return (Ann) | 2.84% | 9.22% |
| 5Y Return (Ann) | 17.03% | 19.57% |
| 10Y Return (Ann) | 14.86% | 15.84% |
| Sharpe Ratio | 2.55 | 2.68 |
| Sortino Ratio | 3.26 | 3.43 |
| Omega Ratio | 1.46 | 1.49 |
| Calmar Ratio | 1.83 | 3.48 |
| Martin Ratio | 14.94 | 13.79 |
| Ulcer Index | 3.17% | 3.28% |
| Daily Std Dev | 18.55% | 16.82% |
| Max Drawdown | -71.26% | -50.68% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between VWUSX and VUG is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VWUSX vs. VUG - Performance Comparison
The year-to-date returns for both investments are quite close, with VWUSX having a 31.63% return and VUG slightly higher at 31.90%. Over the past 10 years, VWUSX has underperformed VUG with an annualized return of 14.86%, while VUG has yielded a comparatively higher 15.84% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VWUSX vs. VUG - Expense Ratio Comparison
VWUSX has a 0.38% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
VWUSX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Growth ETF (VUG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VWUSX vs. VUG - Dividend Comparison
VWUSX's dividend yield for the trailing twelve months is around 0.21%, less than VUG's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUSX Vanguard U.S. Growth Fund Investor Shares | 0.21% | 0.28% | 0.37% | 0.00% | 0.03% | 0.35% | 0.39% | 0.40% | 0.42% | 0.49% | 0.65% | 0.39% |
VUG Vanguard Growth ETF | 0.48% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
VWUSX vs. VUG - Drawdown Comparison
The maximum VWUSX drawdown since its inception was -71.26%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for VWUSX and VUG. For additional features, visit the drawdowns tool.
Volatility
VWUSX vs. VUG - Volatility Comparison
Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Growth ETF (VUG) have volatilities of 5.26% and 5.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.